Software Integration Key to Business Productivity

by Denise Hazime on April 13, 2017

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In the pre-cloud era, data used to live in individual silos on different computers and within different software solutions. You would have one record for a client in accounting, another in your order entry system, and another in a database of leads. Separate from all of that, you would have emails residing on individual machines from your company to the client. None of these systems would usually talk to each other.

Now that most business systems operate in the cloud, it is simple for your email to be pulled into your customer relationship management (CRM) system and for your accounting software to pull in data logs from your phone system. Since data can now flow freely between software solutions, it doesn’t make sense for data to live in these individual silos anymore.  

What UpCurve Cloud Can Do to Solve Your Technology Problems

UpCurve Cloud advocates a simplified workflow which allows integration between all of your business systems - phone, email, and software. For example, calls are logged in your CRM both in and out of the office, and emails are automatically added to client records in your CRM and accounting software. In addition, we can perform custom integrations with most other solutions that we do not sell. So if you have a program you are used to using, but want to change other business software, you can make that change without sacrificing your pet program.

UpCurve Cloud also offers Prodoscore, which monitors productivity in real time within G Suite - including Gmail - and assigns a score to each team member based on their activities. Prodoscore makes it easy to monitor remote employees in a non-invasive manner which allows management to provide constructive feedback.  

How Breaking Down Data Silos Builds Productivity & Saves Business

To illustrate how much easier integration can make your work life, let’s have a look at a situation encountered by Pete. Pete is an account manager for a specific sales territory, and has to deal with all incoming leads and clients in that territory.

In a typical day, Pete logs into his email first thing in the morning, and starts moving through his workflow based on what he finds there. His first email is from the accounting department asking him to follow up with a client who has gone over Net 60 on an invoice. In a siloed environment, Pete has to trust that the accounting department knows what they are talking about. He logs onto the CRM to see what the customer’s terms are and they check out at Net 60.

He calls the customer to see what the problem is, only to be met with an irate customer once he asks about the bill - the original terms negotiated with the company were Net 90. The client had negotiated these terms with Pete’s manager, who failed to log them in the CRM but had emailed the accounting department with the change. The email went to spam and the change didn’t get made.

In the siloed version of Pete’s reality, Pete not only angered a client, but had to spend time searching through various applications and talking to his manager to find out what happened. Valuable hours were wasted in this pursuit.

Let’s look at a happier story - Pete working with integrated software. When the client makes the original request for the new terms, all Pete’s manager has to do is update the client’s record in the CRM. This automatically triggers a change in the accounting software that adjusts the terms, or otherwise notifies accounting in a way that can’t get missed. No extra email to the accounting department is required, and nothing gets lost. In the better version of our tale, Pete never gets that email from accounting in the first place because the invoice won’t be generated until the correct date. In addition, he could have initiated the CRM directly from his email rather than logging onto it separately, saving time.  

Legacy Systems and How They Are Affecting Business

Many mid-sized businesses have existing custom technology solutions in place that serve a need, but are inefficient. Generally they were designed hastily to fill a need, and have been in use for years. They could involve data only being accessible from one computer or just in the office and not remotely, or other similar situations. If you work in any business, you may be able to cite a few examples of inefficient technology use that require employees to spend extra time getting at the data they need. In the era of cloud computing, none of these custom processes are necessary any longer.

Contact us to find out more about how you can unify your workflow and improve productivity.

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